Hewlett Packard Enterprise Company $HPE Shares Sold by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich cut its stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE) by 68.5% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 178,188 shares of the technology company’s stock after selling 386,977 shares during the period. Munich Reinsurance Co Stock Corp in Munich’s holdings in Hewlett Packard Enterprise were worth $8,038,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Empowered Funds LLC increased its stake in Hewlett Packard Enterprise by 317.3% during the first quarter. Empowered Funds LLC now owns 149,810 shares of the technology company’s stock valued at $2,312,000 after purchasing an additional 113,906 shares during the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Hewlett Packard Enterprise by 44.7% in the first quarter. Geneos Wealth Management Inc. now owns 4,456 shares of the technology company’s stock valued at $69,000 after buying an additional 1,377 shares during the period. Brown Advisory Inc. raised its holdings in shares of Hewlett Packard Enterprise by 4.4% in the 2nd quarter. Brown Advisory Inc. now owns 23,593 shares of the technology company’s stock worth $482,000 after purchasing an additional 996 shares in the last quarter. Jump Financial LLC lifted its position in shares of Hewlett Packard Enterprise by 25.8% during the 2nd quarter. Jump Financial LLC now owns 15,662 shares of the technology company’s stock valued at $320,000 after acquiring an additional 3,215 shares during the last quarter. Finally, WINTON GROUP Ltd purchased a new stake in shares of Hewlett Packard Enterprise during the second quarter valued at $207,000. Institutional investors and hedge funds own 80.78% of the company’s stock.

Wall Street Analyst Weigh In

HPE has been the topic of several recent analyst reports. Argus reissued a “buy” rating and set a $70.00 target price on shares of Hewlett Packard Enterprise in a research note on Friday. Sanford C. Bernstein increased their target price on shares of Hewlett Packard Enterprise from $35.00 to $62.00 and gave the stock a “market perform” rating in a research report on Tuesday, June 2nd. Piper Sandler reissued a “neutral” rating and set a $57.00 target price (down from $63.00) on shares of Hewlett Packard Enterprise in a research note on Thursday. The Goldman Sachs Group boosted their price target on shares of Hewlett Packard Enterprise from $32.00 to $79.00 and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, JPMorgan Chase & Co. increased their price objective on Hewlett Packard Enterprise from $37.00 to $68.00 and gave the stock an “overweight” rating in a report on Tuesday, June 2nd. Twelve investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $69.44.

Insider Activity at Hewlett Packard Enterprise

In other Hewlett Packard Enterprise news, SVP Kirt Karros sold 18,785 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $48.50, for a total value of $911,072.50. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.44% of the company’s stock.

Key Headlines Impacting Hewlett Packard Enterprise

Here are the key news stories impacting Hewlett Packard Enterprise this week:

• Positive Sentiment: HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, well above the roughly $0.95 consensus estimate, while revenue rose 33.7% year over year to $12.21 billion. HPE Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $3.75–$3.85, above the $3.34 consensus, and forecast fiscal 2026 revenue of $46 billion–$47 billion. It also projected fiscal 2027 revenue growth of 13%–17%, supported by record orders, backlog and expanding enterprise AI demand. HPE raises FY27 outlook on agentic AI demand
• Positive Sentiment: Networking is emerging as a major growth driver: networking revenue increased 75% year over year, with routing revenue reportedly up 270%. HPE’s expanded Oracle relationship, including warrants tied to a large AI-infrastructure deployment, could help secure longer-term demand. HPE and Oracle deepen networking collaboration
• Neutral Sentiment: Analyst opinion remains mixed. Argus, Citi, Truist, Barclays and Raymond James raised targets or maintained bullish ratings, while Piper Sandler, UBS and Wells Fargo retained cautious views or reduced targets. Raymond James set the highest cited target at $86.
• Neutral Sentiment: HPE will host a Networking Investor Day on September 30, which may provide additional detail on the Juniper integration, networking margins and AI infrastructure growth.
• Negative Sentiment: Investors are concerned that component shortages could limit near-term shipments and pressure margins as AI systems represent a larger portion of sales. Those concerns overshadowed the earnings beat and raised outlook, causing HPE’s shares to decrease while semiconductor peers performed better. Why is HPE stock falling despite stronger results?

Hewlett Packard Enterprise Trading Down 4.6%

Hewlett Packard Enterprise stock opened at $51.96 on Friday. The company’s fifty day moving average price is $49.95 and its two-hundred day moving average price is $37.78. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.11 and a quick ratio of 0.75. Hewlett Packard Enterprise Company has a one year low of $19.84 and a one year high of $64.25. The company has a market capitalization of $68.81 billion, a price-to-earnings ratio of 27.06, a PEG ratio of 0.63 and a beta of 1.43.

Hewlett Packard Enterprise (NYSE:HPE) last issued its quarterly earnings data on Wednesday, September 2nd. The technology company reported $1.11 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. The business had revenue of $12.21 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Hewlett Packard Enterprise had a net margin of 6.60% and a return on equity of 15.50%. Hewlett Packard Enterprise’s revenue for the quarter was up 33.7% on a year-over-year basis. During the same period in the previous year, the company earned $0.44 earnings per share. Hewlett Packard Enterprise has set its Q4 2026 guidance at 1.200-1.300 EPS and its FY 2026 guidance at 3.750-3.850 EPS. On average, analysts forecast that Hewlett Packard Enterprise Company will post 2.92 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, September 17th will be issued a dividend of $0.1425 per share. This represents a $0.57 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, September 17th. Hewlett Packard Enterprise’s dividend payout ratio is 29.69%.

About Hewlett Packard Enterprise

Hewlett Packard Enterprise (HPE) is an enterprise technology company that designs, develops and sells IT infrastructure, software and services for business and government customers. Its core offerings span servers, storage, networking, and related software, together with consulting, integration and support services aimed at modernizing and managing enterprise IT environments. HPE’s product portfolio includes systems for traditional data centers as well as solutions for high-performance computing, edge computing and telecommunications infrastructure.

A major focus for HPE is hybrid cloud and consumption-based IT.